Loan Performer requires that all manually entered transactions should be approved. This comes as a control so that all unapproved transactions will not be visible in the financial reports if you set this to be so at System->Configuration->Accounting->Accounts settings. In LPF, manual transactions are entered under Accounting /Entering Manual Transactions.
How to approve manual transactions
To approve manual transactions you go to Accounts->GL Transactions->Approve Manual Transactions and a screen will be displayed as follows:
Under the Approved column in the grid displayed above, select, the by ticking, the transactions that you want to approve.
Click on the Save button to approve the transactions selected. The following LPF dialog appears:
Click the Yes button to print a report which will look as follows:
If the approved transactions report is printed correctly, then all the approved manual transactions will be posted and therefore be visible as part of the financial reports.
Close the report to exit.
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